Webinars

Market Commentary: Bull Market Turns Two

More New Highs for 2024 We might sound like a broken record, but stocks made more new highs last week. The S&P 500 is now up five weeks in a row, something it has done only two other times so far this year, falling during the sixth week each time. In fact, it hasn’t been …

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Living in Retirement

Making the most of your years in retirement also requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for children or other loved ones. In this guide, learn how to minimize risk factors, the three stages of spending and what …

Can I Retire?

Published by Beth Schanou Our clients experience a variety of motivations to commence working with our team on the development of a financial plan.

Fear In The Market

Published by Jake Bleicher Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and foun …

How Currencies Are Influencing the Markets

Each day, thousands, if not millions, of factors influence market trends. These range from individual investors’ collective buy and sell decisions to whether a country’s central bank decides to buy back its own bonds.

The Legal Documents Needed for Your College-Aged Child

Published by Beth Schanou As the school year comes to a close and summer unofficially begins, high school graduates begin the transition to a new stage in their life. For many, final preparations are underway for post-secondary education and possibly getting ready to move, at least temporar …

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